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Citrini
Citrini Research provides insights on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”
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Recent Emails
2 weeks ago
All Along the AI Watchtower
Qualcomm’s Card, the Builder’s Toolkit, Enterprise Spending, and… PEMDAS
1 month ago
Small Themes: June 2026
Five Big Trades in AI’s Blind Spot
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Macro Memo: Spin Cycle
What Comes Out In The Warsh?
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State of the Themes: June 2026
Updating Our Thematic Universe
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Semis Memo: Supply Chain Inheritance
Power & Analog Semis, CPUs in the Agentic Era, Neoclouds, Material Bottlenecks, Korea Unlocked
3 months ago
Flash Note: Defense Production Act
The Continued Intersection of Fiscal and AI
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